[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” collapsed=”off” global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ _module_preset=”default” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/fortesmilestones.com\/wp-content\/uploads\/2026\/05\/Phidra-foto-3-scaled.jpg” alt=”Phidra-kontoret” title_text=”PHIDRA” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”_initial” width=”98.9%” min_height=”2732.3px” custom_margin=”||-2px|||” custom_padding=”||2px|||” global_colors_info=”{}”]<\/p>\n
N\u00e5r man tr\u00e6der ind hos Phidra, m\u00e6rker man det straks: dette er ikke et traditionelt revisionsfirma. Ingen jakkes\u00e6t, ingen slips og ingen reserveret atmosf\u00e6re, men en organisation, der bevidst \u00f8nsker at v\u00e6re anderledes. Varm, im\u00f8dekommende og fremadrettet. I mere end tyve \u00e5r har Phidra opbygget langvarige kundeforhold med SMV-iv\u00e6rks\u00e6ttere. Teknologi spiller en vigtig rolle i denne sammenh\u00e6ng \u2013 ikke som et m\u00e5l i sig selv, men som et middel til at skabe plads til opm\u00e6rksomhed og r\u00e5dgivning. <\/p>\n
<\/p>\n
Phidra st\u00f8tter SMV’er med en bred vifte af tjenester: regnskab, skatter\u00e5dgivning, l\u00f8nadministration, personaler\u00e5dgivning samt vejledning i forbindelse med finansiering og virksomhedsovertagelser. Organisationen arbejder ikke i afdelinger, men i kundeteams. <\/p>\n
\n\u00bbVi f\u00f8lger kunden,\u00ab fort\u00e6ller med<\/span><\/span>\u2011<\/span>ejer Bob Jong. \u00bbAfh\u00e6ngigt af behovet sammens\u00e6tter vi et team med den rette ekspertise.\u00ab<\/span><\/span><\/p>\n<\/blockquote>\n
Denne arbejdsmetode kr\u00e6ver intelligent st\u00f8tte.<\/p>\n
\n\u00bbDe grundl\u00e6ggende opgaver, administrationen og \u00e5rsregnskaberne, skal tage s\u00e5 lidt tid som muligt,\u00ab forklarer Bob. \u00bbS\u00e5 vi hele \u00e5ret igennem kan udveksle ideer med kunderne. Om v\u00e6kst, b\u00e6redygtighed og AI. Det er der, vi henter vores energi fra.\u00ab <\/p>\n<\/blockquote>\n
<\/h4>\n
At g\u00e5 forrest som tankegang<\/h4>\n
Phidra er kendt for at v\u00e6re et firma, der gerne g\u00e5r forrest. Ny software testes hellere i dag end i morgen. <\/span><\/span><\/p>\n
\n\u00bbHvis der ikke kommer nye v\u00e6rkt\u00f8jer i en m\u00e5ned, synes vi egentlig, at det er en rolig m\u00e5ned,\u00ab siger man med et smil.<\/span><\/span><\/p>\n<\/blockquote>\n
Den nysgerrighed efter innovation er dybt forankret i organisationen. Ikke kun hos partnerne, men ogs\u00e5 hos revisorer og compliance-ansvarlige, som aktivt deltager i pilotprojekter og softwareudvikling. Den mentalitet gjorde overgangen til Fortes CRM til et logisk skridt. <\/p>\n
<\/h4>\n
N\u00e5r landskabet \u00e6ndrer sig, \u00e6ndrer CRM sig ogs\u00e5<\/h4>\n
Phidra havde i l\u00e6ngere tid arbejdet med AuditCase, en l\u00f8sning, som firmaet var tilfreds med. Samtidig \u00e6ndrede Phidras m\u00e5de at arbejde med data og dokumentation sig. Stadig flere oplysninger blev flyttet over til Microsoft 365 og SharePoint. Med Docubird som overflade til dokumenth\u00e5ndtering og Hix som portall\u00f8sning fik CRM dermed en anden plads i det samlede system. <\/span><\/span><\/p>\n
\n\u00bbS\u00e5 begynder man helt naturligt at se p\u00e5, hvilken rolle CRM spiller i ens systemlandskab,\u00ab siger Bob Jong. \u00bb<\/span>AuditCase<\/span> brugte vi p\u00e5 det tidspunkt stadig prim\u00e6rt som standard-CRM, uden <\/span>dokumenthub<\/span>.\u201d<\/span><\/p>\n<\/blockquote>\n
Dengang <\/span>Fortes<\/span> meddelte, at de arbejdede p\u00e5 et nyt <\/span>CRM<\/span>, <\/span>bevidst<\/span> let, overskueligt og logisk integreret med Microsoft<\/span><\/span>\u2011<\/span>milj\u00f8<\/span>,<\/span> faldt alt p\u00e5 plads.<\/span><\/span><\/p>\n
\n\u00bbTimingen for Fortes CRM var simpelthen rigtig god,\u00ab siger Bob. \u00bbHvorfor skulle man s\u00e5 vente?\u00ab <\/p>\n<\/blockquote>\n
Hvorfor vente?<\/span><\/span><\/h4>\nPhidra besluttede alts\u00e5 ikke at afvente udviklingen, men straks at deltage i pilotprojektet.<\/span><\/p>\n
\n\u00bbTimingen var perfekt.\u00ab<\/span><\/p>\n<\/blockquote>\n
Under pilotprojektet kunne kontoret aktivt bidrage med input til de valg, der blev truffet. Denne fase var konkret og m\u00e5lrettet og gav Phidra mulighed for at ud\u00f8ve indflydelse allerede p\u00e5 et tidligt tidspunkt. <\/p>\n
<\/span><\/span><\/p>\n
Fra at bidrage med ideer til at handle<\/h4>\n
Da pilotprojektet var afsluttet, gik Phidra straks videre til n\u00e6ste fase: at arbejde med Fortes CRM i praksis.<\/p>\n
\n\u00bbNogle ting opdager man f\u00f8rst, n\u00e5r man begynder at arbejde med dem,\u00ab siger Bob.<\/p>\n<\/blockquote>\n
Der afholdes nu ugentlige koordineringsm\u00f8der, hvilket sikrer, at tempoet holdes h\u00f8jt. Bob er begejstret for det: <\/p>\n
\n\u00bbAf den lange liste med sp\u00f8rgsm\u00e5l, vi havde, var 90 procent allerede blevet besvaret. Hos Fortes reagerer man virkelig lynhurtigt p\u00e5 dem. Det synes vi er imponerende, is\u00e6r p\u00e5 s\u00e5 kort tid.\u00ab<\/span><\/span><\/p>\n<\/blockquote>\n
Det er netop den hastighed, der g\u00f8r forskellen for Phidra.<\/span><\/span><\/p>\n
\n\u00bbMan ser simpelthen, at de ting, man selv tager op, bliver fulgt op p\u00e5. Det giver energi til at forts\u00e6tte arbejdet sammen.\u00ab<\/p>\n<\/blockquote>\n
<\/h4>\n
Enkelhed frem for kompleksitet<\/h4>\n
Det, Phidra is\u00e6r s\u00e6tter pris p\u00e5 ved Fortes CRM, er enkelheden:<\/span><\/span><\/p>\n
\n\u00bbAuditCase er et kraftfuldt program, men i dag har man ikke l\u00e6ngere brug for et s\u00e5 omfattende system,\u00ab forklarer Bob. \u00bbMange processer fungerer nu ganske godt i Microsoft, f.eks. opgaver, samarbejde og dokumenth\u00e5ndtering.\u00ab <\/p>\n<\/blockquote>\n
Fortes CRM bygger logisk videre p\u00e5 dette. Det er overskueligt, brugervenligt og udviklet ud fra tanken om, at softwaren skal tilpasse sig arbejdet, ikke omvendt. <\/span><\/span><\/p>\n
\n\u00bbVi kunne virkelig t\u00e6nke os om sammen helt fra bunden: Hvad har du brug for? Og hvad har du is\u00e6r ikke brug for?\u00ab<\/p>\n<\/blockquote>\n
<\/h4>\n
<\/h4>\n
Hvilke virksomheder er Fortes CRM velegnet til?<\/h4>\n
If\u00f8lge Phidra passer Fortes CRM is\u00e6r godt til kontorer, der allerede arbejder moderne, eller som bevidst \u00f8nsker at tage det skridt.<\/p>\n
\n\u00bbKontorer, der arbejder med Microsoft, SharePoint, Docubird og HIX. Som er cloudbaserede og ikke er bange for forandringer.\u00ab<\/p>\n<\/blockquote>\n
Det betyder ikke, at andre kontorer udelukkes, men at tankegangen er afg\u00f8rende.<\/p>\n
\n\u00bbRevisionsbranchen er et konservativt marked. Nogle revisionsfirmaer venter, indtil der virkelig ikke er noget andet valg. Andre ser forandring som en mulighed. Det er den sidste gruppe, der hurtigst vil kunne drage fordel af dette.\u00ab<\/p>\n<\/blockquote>\n
<\/h4>\n
R\u00e5dgivning til andre kontorer<\/h4>\n
Phidra \u00f8nsker is\u00e6r at give de t\u00f8vende kontorer \u00e9t budskab: V\u00e6r ikke bange.<\/span><\/span><\/p>\n
\n\u00bbDu f\u00e5r nu chancen for at blive en del af noget, der passer til vores tid og til de kommende udviklinger inden for AI og automatisering. Jo tidligere du kommer med, jo bedre er du forberedt p\u00e5 fremtiden.\u00ab<\/p>\n<\/blockquote>\n
Er du nysgerrig efter at vide, hvad Fortes CRM i Milestones kan betyde for din organisation? Bestil en personlig demo nedenfor. Vi hj\u00e6lper gerne med at finde den bedste l\u00f8sning for dig. <\/p>\n
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Gomocha tilbyder en fleksibel field service-platform, der lader mobile teams arbejde mere effektivt, og som integrerer problemfrit med kundernes ERP-systemer som Heineken.<\/p>\n","protected":false},"author":19,"featured_media":42998,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_improvement_type_select":"improve_an_existing","_thumb_yes_seoaic":false,"_frame_yes_seoaic":false,"seoaic_generate_description":"","seoaic_improve_instructions_prompt":"","seoaic_rollback_content_improvement":"","seoaic_idea_thumbnail_generator":"","thumbnail_generated":false,"thumbnail_generate_prompt":"","seoaic_article_description":"","inline_featured_image":false,"seoaic_article_subtitles":[],"footnotes":""},"categories":[50],"tags":[],"ppma_author":[91],"class_list":["post-44559","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-referencer"],"yoast_head":"\n
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